> For the complete documentation index, see [llms.txt](https://quant-reports.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://quant-reports.gitbook.io/docs/data/benchmarks/manual-benchmarks.md).

# Manual Benchmarks

Manual Benchmarks allow flexibility when automated feeds are unavailable or when manual uploads are required.

## Get Started

Before you begin, please check that you have added one or more benchmark models on the **Portal**. If you have none, open the **Portal,** go to [Benchmarks](https://portal.quantreports.io/portal/data/benchmarks/). On Manual Upload section, click on the <i class="fa-plus">:plus:</i> Create button. You will asked to enter Benchmark Code and Benchmark Name.

Next, prepare your data based on our guidelines to fill out the returns. We provide both **Long** and **Wide** format in a Excel file (.xlsx). You can read the details about each format below.

#### Long format

In the **Long** format, each row represents a **single benchmark model’s return for a single date**.

**Structure:**

* **code** – required, must match the registered model code on Benchmarks (e.g., `ALPHAFUND`).
* **date** – required, must be month-end (`YYYY-MM-DD`).
* **returns** – the return value for that model/date.

{% hint style="success" %}
Best when your system already exports data in a transaction-style format.
{% endhint %}

{% hint style="warning" %}
Ensure all rows include both **code** and **date**.
{% endhint %}

**Example:**

| model\_code | date       | returns |
| ----------- | ---------- | ------- |
| ALPHAFUND   | 2023-01-31 | -0.0234 |
| ALPHAFUND   | 2023-02-28 | -0.0831 |
| BETAFUND    | 2023-01-31 | 0.0768  |
| GAMMAFUND   | 2023-01-31 | -0.0783 |

#### Wide format

In the **Wide** format, each benchmark model is represented as a **separate column**, with the `date` column on the left.

**Structure:**

* **date** – required, must be month-end dates (`YYYY-MM-DD`).
* **One column per benchmark model** – header names must match the model codes (e.g., `ALPHAFUND`, `BETAFUND`).
* **Cell values** – monthly returns for that date and fund.

{% hint style="success" %}
Best when you have multiple models side-by-side in Excel.
{% endhint %}

{% hint style="warning" %}
Ensure column headers match exactly with registered **benchmark codes**.
{% endhint %}

| date       | ALPHAFUND | BETAFUND | GAMMAFUND |
| ---------- | --------- | -------- | --------- |
| 2023-01-31 | 0.0277    | -0.0925  | 0.0018    |
| 2023-02-28 | -0.0675   | 0.0033   | -0.0743   |

{% hint style="info" %}

### Which Method Should I Use?

**Wide** format is faster for bulk uploads from Excel sheets where models are already in columns, while **Long** format is better for structured exports from databases or systems where each observation is row-based.

The platform accepts both formats — choose whichever fits your workflow.
{% endhint %}

## Uploading Benchmarks

<figure><img src="https://2089370077-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIVABW7U2wo08X8fhMX9L%2Fuploads%2FuJClatduRA1ZNfGXt7S4%2FScreenshot%202025-09-30%20at%2015.57.42.png?alt=media&amp;token=962d7599-4314-4793-91a5-a4e25c5bb24e" alt=""><figcaption></figcaption></figure>

Once you're ready with your data, proceed to the **Upload Custom Benchmark** section, pick your prepared file and click **Upload Excel**. Our system will validates your input and give feedback if it found any invalid or misconfigured data.

The system will also ask a confirmation about the result before being ingested to our data warehouse.

If everything is set, click on the Continue button. Or if you need to change something, click on the Change Field Submission button to upload the changes.

## Manage Uploaded Benchmarks

You can browse custom benchmarks that was previously uploaded to the Platform, navigate to [Benchmarks](https://portal.quantreports.io/portal/data/benchmarks/). On Manual Upload section, click on the  <i class="fa-user-gear">:user-gear:</i> Manage button.

Each entries has actions to delete or download the uploaded Excel file containing the benchmark values.